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Roberts Wealth Advisors’s GSK GSK Stock Holding History

Roberts Wealth Advisors’s Portfolio GSK Stock Details GSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.49M Buy
85,719
+243
+0.3% +$12.9K 1.02% 29
2026
Q1 		$4.72M Sell
85,476
-295
-0.3% -$16K 1.2% 24
2025
Q4 		$4.21M Buy
85,771
+644
+0.8% +$30K 1.1% 28
2025
Q3 		$3.67M Buy
85,127
+933
+1% +$36.4K 0.98% 36
2025
Q2 		$3.23M Buy
84,194
+3,847
+5% +$147K 0.93% 39
2025
Q1 		$3.11M Sell
80,347
-40
-0% -$1.46K 0.96% 33
2024
Q4 		$2.64M Sell
80,387
-4,989
-6% -$180K 0.8% 41
2024
Q3 		$3.25M Buy
85,376
+1,760
+2% +$72K 1.05% 35
2024
Q2 		$3.23M Buy
83,616
+1,263
+2% +$53.1K 1.1% 33
2024
Q1 		$3.34M Buy
82,353
+1,916
+2% +$79K 1.25% 30
2023
Q4 		$9.57M Buy
80,437
+9,320
+13% +$335K 1.49% 26
2023
Q3 		$2.6M Buy
71,117
+3,125
+5% +$111K 1.14% 32
2023
Q2 		$2.42M Buy
67,992
+5,699
+9% +$204K 1.07% 34
2023
Q1 		$2.28M Buy
62,293
+6,690
+12% +$234K 1.04% 35
2022
Q4 		$1.96M Sell
55,603
-11,440
-17% -$381K 0.95% 43
2022
Q3 		$2.01M Buy
67,043
+1,517
+2% +$57.5K 0.99% 35
2022
Q2 		$3.47M Buy
65,526
+9,065
+16% +$500K 1.51% 18
2022
Q1 		$3.1M Buy
56,461
+3,326
+6% +$181K 1.21% 31
2021
Q4 		$2.9M Buy
53,135
+1,673
+3% +$87K 1.05% 33
2021
Q3 		$2.46M Buy
+51,462
New +$2.58M 0.97% 35

Other funds holding GSK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.25B AUM 41.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Roberts Wealth Advisors's GSK Position: Q2 2026 in Review

Roberts Wealth Advisors increased its GSK (GSK) stake by 0.28% in Q2 2026, buying an estimated $12.9K and bringing the position to 85,719 shares worth $4.49M. The position accounts for 1.02% of the portfolio, ranked #29.

Roberts Wealth Advisors first reported a position in GSK in Q3 2021 and has held it in 20 quarters since. The position peaked at $9.57M in Q4 2023. 1,040 funds tracked by Wall St. Rank hold GSK as of Q2 2026.

  • Roberts Wealth Advisors held 85,719 shares of GSK worth $4.49M as of Q2 2026.
  • Roberts Wealth Advisors bought 243 GSK shares in Q2 2026, an estimated $12.9K.
  • GSK made up 1.02% of Roberts Wealth Advisors's portfolio in Q2 2026, its #29 holding.
  • Roberts Wealth Advisors first reported a position in GSK in Q3 2021 and has held it in 20 quarters since.
  • Roberts Wealth Advisors's GSK position peaked at $9.57M in Q4 2023.
  • 1,040 funds tracked by Wall St. Rank held GSK as of Q2 2026.

Based on Roberts Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.